See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $844,404 | $163,101+417.7% | $136,749+517.5% | $142,382+493.1% |
| Participation rate | 33.3% | 78.2%-44.9pp | 72.1%-38.8pp | 80.1%-46.8pp |
| Annual return | 11.55% | 27.54%-16.0pp | 24.33%-12.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $933 | $4,117-77.3% | $3,400-72.5% | $4,299-78.3% |
| Participant deferral / active EE | $10,333 | $5,585+85.0% | $4,692+120.2% | $6,507+58.8% |
| Admin fee / account holder | $10,657 | $14,318-25.6% | $11,386-6.4% | $12,624-15.6% |